Founders Financial Securities’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Founders Financial Securities’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-24,470	Closed	-$834K	–	332
2023 Q1	$834K	Sell	24,470 -16,820	-41%	-$565K	0.12%	152
2022 Q4	$1.41M	Buy	41,290 +1,755	+4%	+$58.8K	0.22%	94
2022 Q3	$1.22M	Buy	39,535 +18,305	+86%	+$615K	0.22%	98
2022 Q2	$704K	Buy	+21,230	New	+$723K	0.14%	132
2021 Q3	–	Sell	-7,050	Closed	-$227K	–	292
2021 Q2	$227K	Buy	7,050 +300	+4%	+$9.73K	0.05%	273
2021 Q1	$213K	Buy	+6,750	New	+$205K	0.05%	243

Other funds holding RSPS

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Founders Financial Securities's RSPS Position: Q2 2023 in Review

Founders Financial Securities sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2023, closing a stake of 24,470 shares — an estimated $834K sold.

Founders Financial Securities first reported a position in RSPS in Q1 2021 and held it in 6 quarters. The position peaked at $1.41M in Q4 2022. 130 funds tracked by Wall St. Rank hold RSPS as of Q2 2023.

Founders Financial Securities reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
Founders Financial Securities sold 24,470 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2023, an estimated $834K.
Founders Financial Securities first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2021 and held it in 6 quarters.
Founders Financial Securities's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $1.41M in Q4 2022.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2023.

Based on Founders Financial Securities's 13F filing for Q2 2023, filed 11 Aug 2023.